ZACKS INVESTMENT MANAGEMENT

Position in DUK — Duke Energy CORP

CIK 1086483 Chicago, IL

Position in DUK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$557,458

-$53,377 QoQ

Shares Held

4,404

-5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,408

of 2,446 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $281,082,896 across 16 Utilities - Regulated Electric names. DUK ranks #8 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	795,130	$108,781,735
2	SO	Southern Co	1,037,823	$99,330,039
3	PEG	Public Service Enterprise Group Inc	689,319	$55,945,130
4	AEE	Ameren Corp	59,194	$6,691,289
5	ED	Consolidated Edison Inc	35,404	$3,916,744
6	NEE	Nextera Energy Inc	25,673	$2,253,319
7	ES	Eversource Energy	11,310	$817,373
8	DUK	Duke Energy CORP This page	4,404	$557,458

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$557,458	4,404	-5.6%	Shares	Sole	2026-08-13
2026-03-31	$610,835	4,665	-21.1%	Shares	Sole	2026-05-14
2025-12-31	$692,945	5,912	-19.5%	Shares	Sole	2026-02-17
2025-09-30	$908,696	7,343	+1.0%	Shares	Sole	2025-11-14
2025-06-30	$857,978	7,271	+77.0%	Shares	Sole	2025-08-12
2025-03-31	$501,052	4,108	+2.1%	Shares	Sole	2025-05-14
2024-12-31	$433,545	4,024	-2.2%	Shares	Sole	2025-02-13
2024-09-30	$474,228	4,113	+0.4%	Shares	Sole	2024-11-14
2024-06-30	$410,642	4,097	+62.5%	Shares	Sole	2024-08-14
2024-03-31	$243,902	2,522	-18.5%	Shares	Sole	2024-05-15
2023-12-31	$300,144	3,093	+33.1%	Shares	Sole	2024-02-14
2022-09-30	$216,178	2,324	-11.6%	Shares	Sole	2022-11-14
2022-06-30	$281,855	2,629	+43.6%	Shares	Sole	2022-08-15
2022-03-31	$204,449	1,831	-12.5%	Shares	Sole	2022-05-13
2021-09-30	$204,255	2,093	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.